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Equinix

868 hedge funds and large institutions have $58.7B invested in Equinix in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 356 increasing their positions, 290 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 290

16% more capital invested

Capital invested by funds: $50.8B → $58.7B (+$7.88B)

5% more funds holding

Funds holding: 829868 (+39)

0.24% more ownership

Funds ownership: 95.27%95.51% (+0.24%)

28% less funds holding in top 10

Funds holding in top 10: 6144 (-17)

35% less call options, than puts

Call options by funds: $164M | Put options by funds: $252M

Holders
868
Holders Change
+39
Holders Change %
+4.7%
% of All Funds
17.8%
Holding in Top 10
44
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-27.87%
% of All Funds
0.9%
New
112
Increased
356
Reduced
290
Closed
64
Calls
$164M
Puts
$252M
Net Calls
-$88M
Net Calls Change
+$85.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.92B +$46.8M +69,141 +0.6%
BlackRock
2
BlackRock
New York
$4.62B +$174M +257,579 +4%
State Street
3
State Street
Massachusetts
$2.64B +$85.7M +126,649 +3%
Cohen & Steers
4
Cohen & Steers
New York
$2.54B +$310M +457,700 +14%
Edgewood Management
5
Edgewood Management
Connecticut
$2.06B +$93.3M +137,894 +5%
Capital World Investors
6
Capital World Investors
California
$1.77B -$25.8M -38,124 -1%
Capital International Investors
7
Capital International Investors
California
$1.62B -$68.3M -100,965 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.52B -$35.2M -52,040 -2%
Principal Financial Group
9
Principal Financial Group
Iowa
$1.17B -$32.4M -47,882 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.07B +$24.6M +36,298 +2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$1.02B +$355M +524,555 +56%
Northern Trust
12
Northern Trust
Illinois
$966M +$29.3M +43,262 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$940M +$61.8M +91,396 +7%
N
14
Nuveen
North Carolina
$897M +$44.5M +65,826 +5%
ClearBridge Investments
15
ClearBridge Investments
New York
$843M +$15.2M +22,423 +2%
GQG Partners
16
GQG Partners
Florida
$824M +$554M +818,777 +231%
American Century Companies
17
American Century Companies
Missouri
$797M +$103M +151,836 +15%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$777M -$106M -156,090 -12%
Norges Bank
19
Norges Bank
Norway
$727M +$106M +157,351 +18%
Invesco
20
Invesco
Georgia
$648M -$141M -208,870 -18%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$639M +$371M +548,323 +152%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$621M +$17.6M +25,956 +3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$620M -$116M -172,174 -16%
Bank of America
24
Bank of America
North Carolina
$603M +$60.4M +89,344 +12%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$599M -$24.6M -36,393 -4%

EQIX Hedge Fund Activity: Q2 2020 in Review

868 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Equinix (EQIX) for Q2 2020, worth a combined $58.7B — up 16% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new EQIX positions and 64 closed out — a net gain of 48 holders — while 356 added to existing stakes and 290 trimmed.

The largest buyer was GQG Partners, adding an estimated $554M. The largest seller was Citadel Advisors, exiting entirely with an estimated $228M sold.

  • 868 institutional investors held Equinix (EQIX) as of Q2 2020, up from 829 in Q1 2020.
  • Funds reported $58.7B of Equinix stock for Q2 2020, up 16% quarter-over-quarter.
  • 112 funds opened new Equinix positions in Q2 2020 and 64 closed out, a net change of +48 holders.
  • The largest Equinix buyer in Q2 2020 was GQG Partners, an estimated $554M added.
  • The largest Equinix seller in Q2 2020 was Citadel Advisors, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2020.